High commodity prices and a post-COVID bounce in employment and spending will drive results for 2022, but rates and inflation pose threats into next year.
As rising inflation and interest rates bring an end to the ‘everything boom’, private credit funds may offer capital protection and higher yields for investors.
Inflation is firmly on the rise and looks set to remain high for longer than most investors have experienced in recent memory. We look at how to prepare portfolios for the new world.
Recent geopolitical uncertainty has helped strengthen mining, energy and commodity stocks already enjoying a post-covid surge but the sudden boom may prove longer-lasting than many expect as decarbonisation pressures grow.
The pandemic has sped up the digital transformation of the economy, boosting the scale of data being produced while leading to a surge in the focus on healthcare, creating new opportunities in digital healthcare providers.
Australia’s real estate investment trusts have weathered a volatile time since the pandemic storm hit but the asset has proved its resilience and new opportunities are emerging.
Inflation is re-emerging and may have major implications for financial markets. MST Marquee Senior Analyst Craig Woolford says it may be beneficial for listed retailers, but investors should tread carefully.
Australia’s economy powered out of the 2020 lockdowns to record three quarters of strong GDP growth through to the first quarter of this year. With June 2021 quarter data on Wednesday, can that momentum continue or did the end of Job Keeper wage subsidy and weak consumer data herald a slide to a double-dip recession?
BetaShares economist David Bassanese shares his view on what the data will tell us and how markets are preparing for it.
The February reporting season was the strongest in 20 years, underpinned by record earnings upgrades. But can the momentum continue? With August earnings approaching, Morningstar Head of Equity Research Peter Warnes says the news is likely to be mixed this time around and provides some tips on what to look out for to ride the global recovery.
Investors will need to start thinking about how to position their portfolio for rising inflation with expected economic growth in the wake of large-scale fiscal support and stimulatory money policy.
Markets across the world are experiencing a boom in SPACs - a Special Purpose Acquisition Company. Branded as blank-cheque companies, the overseas enthusiasm for these companies remains robust in 2021, and while there are no signs that Australia is about to embrace blank-cheque companies, there are some cautionary lessons for local investors investing offshore.
Big spending initiatives in the 2021 Federal Budget aim to drive economic growth. With the risk of inflation low, investors can expect a positive outlook for asset markets.
There is some good news for income-seeking investors with possible buybacks in the pipeline as the big banks reported a lift in dividend payments in the May reporting season.
Retail trade | Statement on Monetary Policy
When offering financial advice to clients it’s important to understand their unique personalities and behaviours.
2020 recap and 2021 outlook
COVID-19 | The Biden era | Monetary policy | China | Climate change | Economic inequality | Employment | Migration.
Online brokers are seeing record numbers of account openings despite market volatility. Financial advisers are well placed to assist new investors.
All eyes will be on the RBA in November and December as it ponders a potentially significant rate cut. But there are other factors to consider in the face of a very uneven recession.
Australian investors who bet on the US tech mega-caps to outperform through the COVID-19 pandemic have been handsomely rewarded. However, the way forward is less certain.
Access to their super has assisted many Australians during the COVID-19 pandemic. But these savings will also need to underpin the recovery as we navigate out of economic crisis.
Weekly Petrol Prices | Business Indicators | Credit | Inflation gauge | China data
Portfolio review and asset allocation are critical during heightened market volatility. And there are lessons to be learnt from how fund managers handle similar challenges.
Times of volatility may call for revised trading strategies. This piece looks at areas where advisers can improve, especially when placing large trades in the marketplace.
CommSec Senior Economist Ryan Felsman considers how the recovery from COVID-19 will play out and picks the sectors most likely to thrive and flounder.
In periods of market volatility it is vital that advisers keep clients focused on their plan. It is also a chance to reinforce why financial advice is integral to meeting long-term goals.
The sharing economy will continue to disrupt established businesses but CommSec Chief Equities Economist Craig James warns that incumbents are increasingly finding ways to fight back.
Economic backdrop: Market volatility at record highs; what should investors look at in a volatile market; and keeping an eye on your portfolio